Chief Compliance Officer

0001398344-23-014167.txt : 20230807 0001398344-23-014167.hdr.sgml : 20230807 20230807122432 ACCESSION NUMBER: 0001398344-23-014167 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Live Oak Private Wealth LLC CENTRAL INDEX KEY: 0001799877 IRS NUMBER: 830889406 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19936 FILM NUMBER: 231146530 BUSINESS ADDRESS: STREET 1: 1741 TIBURON DRIVE CITY: WILMINGTON STATE: NC ZIP: 28403 BUSINESS PHONE: 844.469.5679 MAIL ADDRESS: STREET 1: 1741 TIBURON DRIVE CITY: WILMINGTON STATE: NC ZIP: 28403 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001799877 XXXXXXXX 06-30-2023 06-30-2023 false Live Oak Private Wealth LLC

1741 TIBURON DRIVE WILMINGTON NC 28403

13F HOLDINGS REPORT 028-19936 000297904 801-113818 N Terry Webb Sapp Chief Compliance Officer 252-822-7149 /s/ Terry Webb Sapp Rocky Mount NC 08-07-2023 0 166 502408370 INFORMATION TABLE 2 fp0084485-1_13fhr-table.xml ABBOTT LABS COM 002824100 8165709 74901 SH SOLE 74901 0 0 ABBVIE INC COM 00287Y109 2717774 20172 SH SOLE 20172 0 0 ABRDN GLOBAL PREMIER PPTYS F COM SH BEN INT 00302L108 222233 56692 SH SOLE 56692 0 0 ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT 00326L100 853217 103295 SH SOLE 103295 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 272476 883 SH SOLE 883 0 0 ACTIVISION BLIZZARD INC COM 00507V109 4238351 50277 SH SOLE 50277 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 239605 490 SH SOLE 490 0 0 ALPHABET INC CAP STK CL C 02079K107 11750421 97135 SH SOLE 97135 0 0 ALPHABET INC CAP STK CL A 02079K305 9620050 80368 SH SOLE 80368 0 0 AMAZON COM INC COM 023135106 1369693 10507 SH SOLE 10507 0 0 AMGEN INC COM 031162100 838570 3777 SH SOLE 3777 0 0 ANALOG DEVICES INC COM 032654105 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